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EMAIL DIGESTS
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The article exposes the "hidden factory" in accounting firms—unplanned rework that silently drains capacity despite detailed project plans. It explains how late‑stage corrections, data inconsistencies, and unclear handoffs generate invisible labor, often consuming a sizable share of billable hours. By quantifying this hidden work, firms can see why capacity appears to vanish. The piece calls for better visibility and disciplined processes to reclaim lost productivity.
Strategic planning has become essential as technological acceleration reshapes the accounting profession. CEOs from Google X and the AICPA warn that the pace of AI, cloud, automation, and data analytics now outstrips most people’s ability to adapt. This disruption forces...
The article urges accounting firms to adopt value‑based pricing, moving away from traditional hourly rates. It introduces a six‑step framework designed to help CPAs define, communicate, and implement client‑centric fees. By focusing on outcomes rather than time, firms can capture...
The piece examines how non‑billable time impacts partner productivity in accounting firms. Smaller firms’ client‑service partners typically log 1,500‑1,600 billable hours annually, while the Top 100 CPA firms average about 1,200 and should target 1,300‑1,400. The article argues that unmanaged non‑billable...
Entrepreneurial clients often see their business represent 80‑90% of estate value, yet goodwill remains illiquid, restricting cash availability. Randy Fox highlights that this liquidity shortfall can deter owners from effective exit planning. He proposes three essential questions advisors should ask...
Geoffrey Brown, CEO of the Illinois CPA Society, highlighted three major forces reshaping public accounting: private‑equity pressure driving firms to upgrade governance and client value, a shift toward advisory services that demands curiosity, problem‑solving and critical thinking, and demographic headwinds...
The accounting‑tech sector is dominated by a sprint‑to‑market mindset, where startups prioritize minimal viable products and aggressive sales over robust engineering. Venture‑capital funding and investor expectations push firms to launch quickly, leveraging AI hype to attract attention at expos and...
The article redefines sales for accounting firms, moving it from a taboo concept to a core professional activity. It frames selling as problem‑solving and outlines a five‑step sales cycle that must be followed in order. The author argues that every...
The article argues that psychological safety is fundamentally a throughput problem rather than a soft‑skill deficit. Teams often withhold uncertainty until deadlines, creating last‑minute risk spikes and review bottlenecks. This systemic delay, not a lack of intelligence or training, drives...
The CPA Trendlines article outlines a 34‑step merger checklist aimed at CPA firms, emphasizing that full integration can take three to four years but critical administrative tasks must be tackled in the first months. It advises firms to begin integration...
The CPA Trendlines Academy is hosting a CPE webinar on April 2 to dissect a wave of retroactive and prospective tax regulations affecting 2025 returns and 2026 planning. New legislation, including the OBBBA reforms and expanded R&D and ERC provisions, creates...
The article outlines six essential due‑diligence categories that CPA firms should evaluate before merging, stressing that the scope must be tailored to each transaction. It recommends pairing a Letter of Intent with reviews of financial, tax, legal, operational, cultural, and...
